Sue Metcalf, CFA
Managing Director & Head
of Municipal Research

Sue commenced her professional career at Kidder Peabody & Co., Inc in Seattle in 1983, following her graduation from Whitman College. In addition to co-founding Morton Clarke Fu & Metcalf in 1995, Sue also earned a Master of Science Degree in Finance, from Seattle University and completed her CFA charter in 2001.



  • Financial and Operations Principal

  • General Securities Principal

  • General Securities Representative

  • Municipal Securities Principal

  • Municipal Securities Representative

  • Registered Options Principal

  • Operations Professional

Phone  | (206) 484-7334

Email   |